Broker Check

Team

Our team consists of well educated professionals with years of experience in the financial services industry. We have specialists in every area of planning, and we offer product options from an array of companies specifically designed to meet your needs.

 

PROFESSIONAL BACKGROUND David E. Ayres received a BBA degree from Texas A&M University in 1971 and began a career in the Life Insurance field as an agent with Penn Mutual Life Insurance Company (PML) in Dallas, Texas. His agent...

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PROFESSIONAL BACKGROUND Fred T. Badyna, CLU®, ChFC® offers a full range of investment* and insurance programs. Before receiving his Chartered Life Underwriter designation and his Chartered Financial Consultant designation, Fred...

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Professional background Grover began his life insurance career in 1995. Over the past 20+ years he has developed a clientele composed of individuals, families and small businesses. His goal is to make sure that the wishes, hopes and...

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Chandra Buckner joined Ackley Financial Group in July, 2000, as Client Service Representative, processing New Business applications as well as other Client Service duties. In 2004 she began working with John Ackley as his Executive...

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Cristie Daniels

Administrate Assistant

469-737-4139

469-737-4100

Brenda Duke

Administrative Assistant to Fred Badyna

469-737-4132

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PROFESSIONAL BACKGROUND Todd Feldman grew up in Apple Valley, Minnesota and graduated from the University of Wisconsin-Madison in 1995 with a degree in Finance, Investments, and Banking. He began his career as a Financial Analyst with...

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PROFESSIONAL BACKGROUND George Ferrin began his career with Armor wealth in January of 2014. George brings a unique prospective and skill set having spent more than a decade on the other side of the wealth building spectrum as a VP for...

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PROFESSIONAL BACKGROUND Andrew began his career in finance in 2008 after graduating from the University of Texas with a degree in Government and Business Foundations. Andrew quickly excelled by earning not only the Penn Mutual...

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rannie has been in the financial services profession since 1990 receiving many industry awards and designations, including being named to the prestigious Million Dollar Round Table (MDRT) Top of the Table. As a student of the industry...

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PROFESSIONAL BACKGROUND Robert Gardner joined the financial services industry in 2000. Prior to joining this industry Robert was a successful business owner. His previous experience shaped his passion for working with business owners...

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Jay Lester, CLU, ChFC

Chartered Financial Consultant

214-293-1869

972-905-5626

Contact Information18620 Crownover Ct.Dallas, Texas 75252 SPECIALIZATION Helping individuals and small businesses achieve financial success has been the greatest satisfaction of my practice for over 20 years. I have found that most...

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PROFESSIONAL BACKGROUND Travis Martin was born in Katy, Texas. Travis graduated from Baylor University where he studied Sports, Sponsorship and Sales. Travis transferred to Baylor after completing an associate degree at McLennan...

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PROFESSIONAL BACKGROUND Mel Meyers graduated in 1961 from the University of Oklahoma with a Bachelors degree and in 1962 with a Masters degree in Aero/Space Engineering. His first job was with Lockheed Aircraft in Burbank, CA., where...

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PROFESSIONAL BACKGROUND John Norman began his career in the financial service industry in 1983 with The New York Life Insurance Companies. In 1988, he joined The Mutual of Omaha Companies as a Life Insurance and Investment Specialist....

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Sharon Pierce is a marketing and social media specialist who has been connecting people and products through technology for more than a decade. She uses her diverse experience in marketing, sales and business development to help our...

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Shelley R. Sanford

New Business Specialist

469-737-4043

469-737-4100

PROFESSIONAL BACKGROUND Shelley Sanford began her financial services career with Ackley Financial Group in 1988 as an Office Assistant. In 1989 she was promoted to New Business Analyst and assumed her role as Business Management...

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Syndia Dimas

Assistant Operations Manager to Frannie Gardner

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PROFESSIONAL BACKGROUND Syndia Dimas is our Operations Assistant Manager and joined our team January 2013. Prior to joining Gardner Wallace Financial Solutions Syndia worked with our administration department for two years. She is...

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Michael S. Smith

Financial Advisor / Senior Partner

469-737-4035

469-737-4023

PROFESSIONAL BACKGROUND Mike, an associate with ARMOR Wealth Management, has been in the financial services Industry since 1996. Mike holds his FINRA Series 6, 63 & 65 and General Lines – Life, Accident & Health and is an...

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PROFESSIONAL BACKGROUND Lindsay Vitovsky, CFP®, CDFA™ is a native Texan who currently resides in Ellis County with her husband and two children. Lindsay was raised in a large family that included children with special needs...

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PROFESSIONAL BACKGROUND Patrick joined the financial services industry in 2006 with Aflac where he earned the Rookie of the Year Award for his North Texas Region. In 2007 he was awarded with the Penn Mutual President’s Club Award...

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PROFESSIONAL BACKGROUND: Trent Ware’s financial services career began in 2003 when he joined Ackley Financial Group as a Financial Representative. He assumed additional leadership responsibilities when he was promoted to a Sales...

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Michael J. Weaver, CFP, CAP

CERTIFIED FINANCIAL PLANNER Certificant, Chartered Advisor in Philanthropy

469-737-4059

PROFESSIONAL BACKGROUND Mr. Weaver works with owners of closely held businesses and key employees in the areas of business planning, protection and succession. His practice includes the design of specialized employer and employee...

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PROFESSIONAL BACKGROUND Nancy Dinh received her Master’s Degree in Business Administration; from Regis University. She also has a Bachelor of Arts Degree in Communications from The University of Texas at Arlington. Nancy has...

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Cindy Cirksena

Employee Benefits

469-737-4034

469-737-4100

PROFESSIONAL BACKGROUND Cindy began her career with A & H Employee Benefits in February 2017. She is an in-house broker that specializes in health insurance. In addition to designing and implementing benefit plans Cindy believes that...

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PROFESSIONAL BACKGROUND Tony is a graduate of Hofstra University in Uniondale, New York where he earned a BBA degree. Upon graduating he was employed in the Aerospace Industry and became a Senior Executive with the Northrop Grumman...

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Debbie Craig has been an Administrative Assistant collectively for 5 plus years as well as a Merchandising Assistant for 5 plus years. She took a few years off to be a stay at home mom before working part-time as a pre-school teacher...

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PROFESSIONAL BACKGROUND Giovanni was born in Dallas, Texas and grew up in Farmers Branch. He is the first college graduate in his family. He graduated from the University of North Texas with a Bachelor of Business Administration...

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PROFESSIONAL BACKGROUND Jerod helps his clients towards financial freedom by efficiently protecting their assets while implementing investment strategies for income replacement. He focuses on educating his clients about protection and...

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PROFESSIONAL BACKGROUND Kyle was born in Austin, Texas and has lived in the Dallas/Fort Worth metroplex for the past 2 years. He graduated from Texas Christian University with a Bachelor’s of Science in Criminal Justice. He also...

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Dave Megaffin received his Bachelor of Business Administration Degree from Wichita State University in 1975 and entered the life insurance business in July of that year. Dave is an active Shocker alumnus in the DFW area. He supports...

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Cassandra L. Seitz

Director of Recruiting

469-737-4042

469-737-4100

PROFESSIONAL BACKGROUND Cassandra Seitz received her Master’s Degree in Business Communication and Crisis Communication from the University of North Texas. She also has a Bachelor of Arts in Broadcast Journalism and Political...

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PROFESSIONAL BACKGROUND Jonathan Weaver works as a Financial Representative in Armor’s qualified plan practice as well as assisting individuals with their finance and insurance needs. A native of Dallas, he attended and received...

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